Change can be challenging, especially when it impacts your clients. To help with the investment program change you and your clients are facing, we have built a transition solution focused on simplifying your client's transition and the communication of this transition.

As you consider a transfer to Altius Select Investment Portfolios and Legion Portfolio Services, the table below identifies some of the key benefits associated with a transition from the Nationwide program.

Transition Benefit	Detail
Easy transition	Transitioning should be straight forward and quick—that's why we have designed an entire program to make the transition process as easy as possible for you and your clients. Our focus is on continuing the investment process you have used successfully in the past by providing dedicated personnel and servicing through the Altius Select Investment Portfolios program.
Simplified communication	Communicating with investors about the investment program is simplified, as similar investment strategies, model portfolios, mutual funds and cost structures are fundamental to the Altius Select Investment Portfolios program.
Help minimize tax impact	With similar models and mutual funds in the Altius program, your clients can initiate an in-kind transfer of their current holdings. This helps avoid a wholesale liquidation and the potential gains associated with that action.
Maintain account history	The Altius program is able to transfer historical performance data with your clients' consent and maintain the history of your client accounts.
Commitment to service and advisors	At Legion Portfolio Services, our mission is to provide the services you need to stay focused on client relationships and growing your business. Our experienced team is dedicated to providing solutions that help advisors at any stage.
Commitment to knowledge	Just as knowledge is a competitive advantage for you and your business, we feel knowledge leadership is vital to meet the evolving needs of the industry, advisors and clients. This is why we have partnered with a number of forward-thinking consulting firms and have assembled an esteemed Investment Committee. We are committed to creating new and fresh ideas that will benefit you and your clients.